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HubSpot

Storylane integrates seamlessly with HubSpot, enabling you to:

  • Sync demo data with existing leads.

  • Automatically create new leads if they don’t exist.

  • Create and update accounts with demo data.

  • Log demo session activity on the HubSpot timeline.

  • Capture leads directly via HubSpot forms.

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You must have admin level permissions to connect any integrations within Storylane

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You can also access the Storylane App directly from the HubSpot sidebar. Read more.

Follow these step-by-step instructions below to set up the integration:

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Step 1: Add the Storylane Code to Your Website (Optional)

This step enables lead attribution tracking. Add the following code snippet to the <head> tag of your website:

(function(){"use strict";function e(t){const r=t.head;if(!r)return;const i=t.querySelector('script[src="https://js.storylane.io/js/v2/storylane.js"]'),n=t.querySelector('script[src="https://js.storylane.io/js/v1/storylane.js"]');if(i||n)return;const s=t.createElement("script");s.type="text/javascript",s.async=!0,s.src="https://js.storylane.io/js/v2/storylane.js",r.appendChild(s)}e(window.document)})();

💡 Learn more about lead attribution here.

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Step 2: Connect HubSpot with Storylane

  1. Access the HubSpot Integration section in your Storylane dashboard under Settings > Integrations.

  2. Click the Connect button.

  3. Next, setup sidebar groups, record heder cards, and create a custom view. Give it a spin below! ↓

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Step 3: Integration Settings

Once your integration is connected, you can configure what information is sent from Storylane to HubSpot. You have two options:

  • Contact-level data

  • Company-level data

When processing records, the following logic applies:

Contacts

  • Contacts are searched and matched by email address.

  • If the email already exists, the existing contact record is updated.

  • If the email does not exist, a new contact record is created.

  • If a contact is already marked as a non-marketing contact in your CRM, this field will not be updated.

  • The system will only assign the marketing contact status to contacts that it creates.

Companies

  • Companies are searched and matched by domain.

  • If the domain already exists, the existing company record is updated.

  • If the domain does not exist, a new company record is created.

To adjust these settings, locate the Edit Integration icon next to the Connected status.

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💡 What Data Does Storylane Sync to HubSpot?

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Custom Properties

Storylane populates custom fields in HubSpot contacts under the "Storylane" property group. Here's a breakdown:

Property Name
Description
Data Type

Storylane Demo Sessions

Total number of demo sessions

Integer

Storylane Demo Name

Last demo viewed

String

Storylane Demo Viewed At

Last demo view timestamp

DateTime

Storylane Demo Time (secs)

Time spent on demo (seconds)

Number

Storylane Demo Complete (%)

Percentage of steps completed

Number

Storylane Demo Link

Link to the demo

String

Storylane Demo CTA Clicked

CTA URL clicked

String

Storylane Demo Session Link

Link to audience session

String

Storylane Buying Intent

Intent level based on demo engagement (e.g. Low / Medium / High)

String

Storylane Lead Source

How the demo viewer was sourced (e.g. Nurtured, Inbound, Sales)

String

Storylane Hub Name

Name of the Hub that was viewed

String

Storylane Hub Link

Link to the Hub

String

Storylane Hub Viewed At

Timestamp of the most recent Hub view

DateTime

Storylane Hub Viewed Content (%)

Percentage of Hub content viewed

Number

Storylane Hub Time (secs)

Total time spent in the Hub (seconds)

Number

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Custom Events

Each demo session creates a custom timeline activity in HubSpot, and a summary of aggregate metrics from the users' session. Here's a reference below for a demo & buyer hub session:

By following these steps, you can efficiently connect Storylane and HubSpot, ensuring seamless lead management and data insights for your demos.

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